1. User Guide
  2. Administration
  3. Client Relations Administration
  4. Profile Management
  5. Configuring Communication Types 

Configuring Communication Types 

Communication types identify the methods for communicating with a profile. Each communication type you create is associated with a predefined role: Phone, Fax, Email, Pager, and Web Page. You can configure multiple communication types per role. For example, for the "Phone" role you could configure "Mobile", "Business", "Personal" and "Home".

Once configured, select the mandatory communication types for Guest profiles and Sales Accounts in OPERA Controls.

  • Guest Email Type - Select the Email Type that is mandatory when creating Guest Profiles.

  • Guest Phone Type - Select the Phone Type that is mandatory when creating Guest Profiles.

  • Non-Guest Phone Type - Select the Phone Type that is mandatory when creating Sales Accounts and and Group profiles.

Adding Communication Types

  1. From the Administration menu, select Client Relations, select Profile Management, and then select Communication Types.

  2. Click New and complete the following:

    1. Role: Select a role from the list: Phone, Fax, Email, or Web Page.

    2. Type: Enter a code for the communication type (for example, Bphone, Mobile, Email, Web).

    3. Description: Enter a description for the communication type.

    4. Text Enabled: Select check box to indicate this communication type supports delivery of text messages (for example, cell or mobile). (Available when the Text Message Handling OPERA Control is active and Role is Phone).

    5. Sequence: Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned.  

    6. Click Save or click Save and Continue to add another.

Editing Communication Types

  1. From the Administration menu, select Client Relations, select Profile Management, and then select Communication Types.

  2. Enter search criteria and click Search.

  3. Select the communication type in the search result, then click the vertical ellipsis Actions menu and select Edit.

  4. Update the configuration.

  5. Click Save.

Deleting Communication Types

  1. From the Administration menu, select Client Relations, select Profile Management, and then select Communication Types.

  2. Enter search criteria and click Search.

  3. Select the communication type in the search result, then click the vertical ellipsis Actions menu and select Delete.

  4. Click Delete to confirm.

Parent topic: Profile Management